Evernote
15 Case Studies
A Evernote Case Study
Andela, a global talent company founded in 2014, needed a better way to connect rich, free-form notes with Salesforce data so teams could more easily match the right software developers to the right client companies. Before using Evernote Business, the team relied on custom Salesforce fields that couldn’t capture or share the more nuanced information needed across sales and staffing.
To solve this, Andela implemented Evernote Business integrated with Salesforce, using templates and shared notes to combine CRM records with detailed context in one place. With Evernote, Andela improved internal communication, made customer information easier to find and share, and sped up the process of matching developers to partner companies across a distributed global team.
Evan Johnson
Director of Marketing